Senior Associate, Financial Planning & Analysis

POSITION SUMMARY

We are seeking a detail-oriented and analytical Senior Associate to join our Financial Planning & Analysis team. This role is central to the organization's budgeting, forecasting, and financial reporting processes, and will play a key part in the rollout of a new FP&A software platform. The ideal candidate combines strong technical and analytical skills with clear communication and a proactive, process-improvement mindset.

PRIMARY DUTIES AND RESPONSIBILITIES:

• Prepare monthly budget-to-actuals analysis, identifying and explaining key variances to business partners and leadership.
• Support commercial forecasting efforts by analyzing sales trends, pipeline data, and market drivers in partnership with the commercial team.
• Assist in the development of the annual operating budget, coordinating timelines, templates, and inputs across departments.
• Support the preparation of quarterly forecasts, including data consolidation, trend analysis, and variance commentary.
• Help lead implementation of the organization's new FP&A software platform, including data migration, process design, testing, and user training.
• Build and maintain financial models and reporting templates to improve accuracy and efficiency of the planning cycle.
• Partner with accounting, commercial, and operations teams to ensure consistent, reliable financial data.
• Identify opportunities to streamline and automate recurring FP&A processes.

 QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 EDUCATION and/or EXPERIENCE

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in FP&A, corporate finance, or a related analytical role.
• Advanced Excel skills; experience with FP&A or EPM software (e.g., Adaptive Insights, Anaplan, OneStream, Vena) strongly preferred.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent communication skills, with the ability to translate financial data for non-finance stakeholders.
• Experience supporting system implementations or process improvement initiatives is a plus.
• Ability to manage multiple deadlines in a fast-paced environment.

LANGUAGE SKILLS

Ability to read and interpret documents such as technical journals, safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with employees and outside organizations

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, stand or walk and talk or hear. The employee is frequently required to use hands to finger, handle, or feel and reach with hands and arms; and is subject to repetitive motions of the wrists, hands, and/or fingers. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

 WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.